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To: velociraptor_ who wrote (4074)	10/2/2002 3:50:44 PM
From: Lizzie Tudor	Read Replies (1) of 10157

OK - fwiw I used to work at Dell on the supply chain and I don't bother arguing about their prospects anymore, its a black hole. Those that believe Dell will continue to grow see them taking share from Hewlett, sunw and IBM in the enterprise area, including the EMC storage deal. I think there is general consensus that PCs are toast for now, I agree with you. However there is a small glimmer of hope on the horizon for PCs if we can get these content rights issued resolved and napster etc. can become a killer app again. Lizzie

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